Integrating Drupal and Salesforce for Every Budget
Drupal is a powerful tool on its own, but when it is paired with a robust contact relationship management (CRM) solution like Salesforce, it can have an exponential impact on how well an organization tracks users, transactions, and interactions. A free open-source web solution coupled with up to 10 free Salesforce licenses for nonprofits, this combination can also provide tremendous value. It doesn’t always have to be a complicated or expensive endeavor, either, and a variety of approaches can provide a solution for nearly everyone and every case.
There are a range of strategies for integrating Drupal and Salesforce—from self-service Salesforce Web-to-Lead forms, to the use of third-party form providers, to bi-directional synchronization through the Drupal Salesforce Suite modules. In a new report released by Message Agency, we will help you think through a strategy that helps you decide what works best for your purpose and budget, whether it’s DIY or requires a developer.
To help you evaluate options, the report provides a survey of approaches for getting data from your Drupal website into Salesforce. There are many methods for achieving this goal, but we have chosen to focus on options for nonprofits who have a Drupal website or want to build one. (For example, we will not cover Force.com, Salesforce native applications, or Visual Force development.)
In the end, the report should help you be:
- More knowledgeable about the range of options for sharing data across Drupal and Salesforce.
- Equipped with practical steps to do some of this yourself.
- Better prepared to make an informed decision about how and when to work with a developer.